2023 Form 5500 filing — Wellvana 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015124831NAL0028472689001) for Wellvana 401(K) Plan, reported by Wellvana Integration Partners, LLC under EIN 86-3069354 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124831NAL0028472689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellvana Integration Partners, LLC
- EIN
- 86-3069354
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,521,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,521,988
- Participant contributions
- $1,071,147
- Total income / additions
- $1,436,360
- Benefits paid
- $119,898
- Administrative expenses
- $17,112
- Total expenses
- $137,010
- Net increase / (decrease)
- $1,299,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,488 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,603 | $0 |
| Access Retirement Services LLC | CONTRACT ADMIN | $3,371 | not reported in the loaded dataset |